Confluence rule builder - how to automate updating page status when pages move folders?

Vasiliou_ George April 24, 2024

I have the page status at the top in an In Progress folder. I want the page status to auto-update to Pending Approval when they move it to the Pending Approval folder. And update again if the user moves the page to the Completed folder so as users move the pages to the different folders, the status updates as well.

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Aron Gombas _Midori_
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April 25, 2024

I am not sure if you can intercept the page moves with the built-in Confluence automation capabilities...

But, you can easily solve this and similar workflow-related use cases with the content status feature provided by Better Content Archiving app! (See a short tutorial here.)

20230428-confluence-cloud-content-statuses.png

How?

  1. Define a new custom status "In progress".
  2. Configure this as its direct CQL: label = in-progress". (It will change every page to the "In progress" status if it is labelled with the label "in-progress". Which means that you can even have multiple folders!)
  3. And, configure this as the inherited CQL of the status: label = "in-progress". (Yes, that's right, it is the same CQL! The difference is that it is applied to the ancestor pages. Consequently, if any ancestor is labelled with "in-progress", then this page will be changed to "In-progress".)
  4. Add this to a content status scheme and apply that you any space.

It is really that easy! You have a tree of pages with automatically maintained statuses.

Note that if you don't want to use labels, then you can even use the CQL id = 123 (where 123 is the identifier of the "In progress" folder's root page). It also guarantees that you will have exactly one folder, because the ID is unique.

Then, repeat the same for another custom status "Completed"!

Finally enjoy the dashboards, build report pages using the macros, send custom notifications and the so many features of the app that will create for you!

(Discl. it is a paid and supported app developed by our team. Free for 10 users!)

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